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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE ix

TABLE OF CONTENTS 56.1.4. Good Cause ................................................................................................................................... 104 56.2. VERIFICATION ......................................................................................................................................... 106 57. RETIREMENT FUNDS .................................................................................................................................. 106 57.1. RESOURCE OR INCOME ........................................................................................................................... 106 57.1.1. Periodic Payments ........................................................................................................................ 107 57.1.2. Lump Sum Payments ..................................................................................................................... 107 57.2. TERMINATION OF EMPLOYMENT ............................................................................................................. 107 57.3. FUND NOT IMMEDIATELY AVAILABLE .................................................................................................... 107 57.4. VALUE ..................................................................................................................................................... 108 57.5. VERIFICATION ......................................................................................................................................... 108 57.6. EXCESS RESOURCES/CONDITIONAL BENEFITS ........................................................................................ 108 58. RETROACTIVE RSDI AND SSI PAYMENTS (TITLE II AND TITLE XVI) ......................................... 108 58.1. EXCLUSION ............................................................................................................................................. 108 58.1.1. Written Notice ............................................................................................................................... 109 58.2. VERIFICATION ......................................................................................................................................... 109 59. REVERSE MORTGAGE ................................................................................................................................ 109 59.1. VERIFICATION ......................................................................................................................................... 110 60. RICKY RAY HEMOPHILIA RELIEF FUND.............................................................................................. 110 60.1. EXCLUSION ............................................................................................................................................. 110 60.2. INTEREST ................................................................................................................................................. 111 60.3. VERIFICATION ......................................................................................................................................... 111 61. STOCKS ............................................................................................................................................................ 111 61.1. OWNERSHIP ............................................................................................................................................. 111 61.2. VALUE — PUBLICLY TRADED STOCKS ................................................................................................... 112 61.2.1. Verification ................................................................................................................................... 112 61.3. VALUE — STOCK THAT IS NOT PUBLICLY TRADED ................................................................................ 112 61.3.1. Verification ................................................................................................................................... 112 62. TERM INSURANCE ....................................................................................................................................... 113 62.1. VERIFICATION ......................................................................................................................................... 113 63. TIME DEPOSITS (CERTIFICATES OF DEPOSIT AND SAVINGS CERTIFICATES) ....................... 113 63.1. OWNERSHIP ............................................................................................................................................. 113 63.2. VALUE ..................................................................................................................................................... 113 63.2.1. Early Withdrawal .......................................................................................................................... 113 63.2.2. Interest .......................................................................................................................................... 114 63.3. VERIFICATION: ........................................................................................................................................ 114 64. TRUSTS – APPLICABLE POLICY .............................................................................................................. 114 65. TRUSTS – GENERAL INFORMATION ...................................................................................................... 117 65.1. DEFINITIONS ............................................................................................................................................ 117 65.1.1. Asset .............................................................................................................................................. 117 65.1.2. Exculpatory Clause ....................................................................................................................... 119 65.1.3. Grantor ......................................................................................................................................... 119 65.1.4. Spendthrift Clause or Spendthrift Trust ........................................................................................ 119 65.1.5. Trust Beneficiary ........................................................................................................................... 119 65.1.6. Trust Earnings (Income) ............................................................................................................... 120